Groundwire/Auctions-for-Salesforce — Issue #20: Receipts/statements/unpaid balances
Author: emagnuson
Created: 2011-12-02 18:21:03+00:00
State: open
Labels: Enhancement, Medium Priority

Reported by project member eric.s.magnuson, Mar 30, 2011
From Katy Mathias
Receipts/statements/unpaid balances. This is our biggest area of need. We need a “check-out” capability that allows us to see the guest’s total purchases, and the unpaid balance, so that we can indicate what’s been paid and what hasn’t. Right now, each individual item or donation is treated as a unique opportunity; that’s fine. But when people pay, they’re paying for the aggregate of their purchases/donations (or the outstanding balance if, for example, they paid for their tickets in advance). We need to know the outstanding balance so that we know how much to charge the credit card at checkout, and we need the guest’s receipt to show amount paid and amount outstanding so that they know what they still owe. If that capability was there, we totally missed it.
Delete comment Comment 1 by project member davidhabib@groundwire.org, May 2, 2011
while it is relatively straightfoward to add paid/received vs outstanding to the receipt, based off the opportunity field IsWon, this request has several additional implications:

1. the new ticket wizard would need to NOT assume the ticket purchaser was paid, if amount was specified. we'd need to add either a checkbox or stage dropdown. Or we'd need to use the paid checkbox on the first campaign member to affect the ticket opp.

2. The Auction Receipts would need to also include entries for people who have a campaign member on the attendees campaign, but Paid = false. Unfortunately, unclear what amount to put for them; we know the price per ticket, but not if they are paying for a couple, or want to pay at a hire level.

So this needs more thought to be actionable.